Copla Drive

What This Article Covers

• Copla Drive Overview

• Future Development

• Managing Documents in Copla Drive

• How to Upload a File to Copla Drive

• Filters & Sorting

In Copla Drive, you can:

• Upload and manage your organization’s internal compliance documents

• Access global-level folders shared with your organization

• View Copla-provided framework documentation, templates, and supporting materials

As part of ongoing product development, Copla Drive will include additional capabilities:

• Automatic evidence assignment – Uploaded documents will be automatically linked to relevant tasks as supporting evidence.

• AI-powered document analysis – Documents will be analyzed by an AI agent to assist with content creation, updates, and improvements.

Copla Drive is the designated location where all compliance documentation should be stored to ensure proper task linkage and future automation capabilities.

To manage a file:

1. Click on the file name.

2. A right-hand sidebar will open with additional file details.

From this panel, you can:

• Open and view the document

• Edit or complete the document (if applicable)

• Move the file to another folder

• Rename the file

• Download or delete the file

1. Click the Upload File icon (located on the right side of the page).

2. Drag and drop the file or select it from your local device.

3. Choose the Document Type that best matches the file category.

4. Select the appropriate Status to define the document level.

5. Confirm the upload.

You can filter the objects displayed in Copla Drive by selecting:

• Folders only

• Files only

• All items

Files can be sorted by:

• Created Date

• Updated Date

• File Name